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Curio Wealth’s Valaris VAL Stock Holding History

Curio Wealth’s Portfolio VAL Stock Details VAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2
Closed -$196 – 1092
2026
Q1 		$196 Buy
+2
New +$156 ﹤0.01% 786

Other funds holding VAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Curio Wealth's VAL Position: Q2 2026 in Review

Curio Wealth sold out of Valaris (VAL) in Q2 2026, closing a stake of 2 shares — an estimated $196 sold.

Curio Wealth first reported a position in VAL in Q1 2026 and held it in 1 quarter. The position peaked at $196 in Q1 2026. 336 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • Curio Wealth reported no remaining Valaris position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 2 Valaris shares in Q2 2026, an estimated $196.
  • Curio Wealth first reported a position in Valaris in Q1 2026 and held it in 1 quarter.
  • Curio Wealth's Valaris position peaked at $196 in Q1 2026.
  • 336 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.